GRP
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Global Retirement Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Global Retirement Partners’s Portfolio SDG Stock Details SDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$286 Hold
4
– – ﹤0.01% 3471
2024
Q3 		$339 Hold
4
– – ﹤0.01% 3326
2024
Q2 		$300 Hold
4
– – ﹤0.01% 3384
2024
Q1 		$315 Sell
4
-15
-79% -$1.16K ﹤0.01% 3213
2023
Q4 		$1.48K Sell
19
-2
-10% -$151 ﹤0.01% 2778
2023
Q3 		$1.52K Hold
21
– – ﹤0.01% 2634
2023
Q2 		$1.67K Sell
21
-46
-69% -$3.65K ﹤0.01% 2612
2023
Q1 		$5.31K Hold
67
– – ﹤0.01% 2136
2022
Q4 		$5.25K Hold
67
– – ﹤0.01% 2006
2022
Q3 		$5K Sell
67
-36
-35% -$2.85K ﹤0.01% 1950
2022
Q2 		$8K Buy
103
+1
+1% +$82 ﹤0.01% 1746
2022
Q1 		$8K Buy
+102
New +$8.81K ﹤0.01% 1733
2021
Q4 		– Sell
-300
Closed -$29K – 1509
2021
Q3 		$29K Hold
300
– – ﹤0.01% 1074
2021
Q2 		$30K Hold
300
– – ﹤0.01% 1053
2021
Q1 		$28K Buy
+300
New +$28.9K ﹤0.01% 997
2020
Q2 		– Sell
-111
Closed -$6K – 1711
2020
Q1 		$6K Hold
111
– – ﹤0.01% 1183
2019
Q4 		$7K Hold
111
– – ﹤0.01% 1255
2019
Q3 		$6K Buy
111
+41
+59% +$2.37K ﹤0.01% 1265
2019
Q2 		$4K Hold
70
– – ﹤0.01% 1345
2019
Q1 		$4K Hold
70
– – ﹤0.01% 1306
2018
Q4 		$4K Sell
70
-555
-89% -$30.4K ﹤0.01% 1230
2018
Q3 		$36K Buy
625
+407
+187% +$23.6K 0.01% 647
2018
Q2 		$12K Hold
218
– – ﹤0.01% 958
2018
Q1 		$13K Buy
+218
New +$13.1K ﹤0.01% 890

Other funds holding SDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Global Retirement Partners's SDG Position: Q4 2024 in Review

Global Retirement Partners held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q4 2024 at 4 shares worth $286. The position accounts for ﹤0.01% of the portfolio, ranked #3471.

Global Retirement Partners first reported a position in SDG in Q1 2018 and has held it in 24 quarters since. The position peaked at $36K in Q3 2018. 110 funds tracked by Wall St. Rank hold SDG as of Q4 2024.

  • Global Retirement Partners held 4 shares of iShares MSCI Global Sustainable Development Goals ETF worth $286 as of Q4 2024.
  • Global Retirement Partners left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q4 2024.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3471 holding.
  • Global Retirement Partners first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2018 and has held it in 24 quarters since.
  • Global Retirement Partners's iShares MSCI Global Sustainable Development Goals ETF position peaked at $36K in Q3 2018.
  • 110 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.